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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.9M
2
Goldman Sachs
Goldman Sachs
New York
+$60.3M
3
Artisan Partners
Artisan Partners
Wisconsin
+$48.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$32.1M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$75.8M
2
Millennium Management
Millennium Management
New York
-$55.6M
3
BlackRock
BlackRock
New York
-$44.4M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$37.1M
5
PAM
Panagora Asset Management
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Securian Asset Management
Minnesota
$538K -$5.93K -230 -1%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$536K -$16K -621 -3%
DnB Asset Management
253
DnB Asset Management
Norway
$522K -$518K -20,100 -50%
SG Americas Securities
254
SG Americas Securities
New York
$521K +$521K +20,249 New
RC
255
RBF Capital
California
$515K – – –
ZCM
256
Zebra Capital Management
Connecticut
$502K +$502K +19,502 New
HighTower Advisors
257
HighTower Advisors
Illinois
$488K -$428K -16,698 -47%
RJA
258
Raymond James & Associates
Florida
$485K -$8.58K -333 -2%
FC
259
Ferris Capital
Massachusetts
$485K – – –
NMERB
260
New Mexico Educational Retirement Board
New Mexico
$480K -$33.5K -1,300 -7%
AAM
261
Azzad Asset Management
Virginia
$475K +$74.9K +2,910 +19%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$466K -$560K -21,550 -55%
NSEDCP
263
NJ State Employees Deferred Compensation Plan
New Jersey
$464K – – –
SRAM
264
Stone Ridge Asset Management
New York
$462K – – –
NA
265
Navellier & Associates
Nevada
$461K +$461K +17,920 New
NAM
266
Nissay Asset Management
Japan
$444K +$14K +542 +3%
CGH
267
Crossmark Global Holdings
Texas
$443K +$386 +15 +0.1%
COPPSERS
268
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$434K -$130K -5,035 -23%
SB
269
Suntrust Banks
Georgia
$433K +$9.67K +375 +2%
FCM
270
Flinton Capital Management
Pennsylvania
$429K -$352K -13,680 -45%
LCM
271
Laurion Capital Management
New York
$412K +$412K +15,999 New
Jacobs Levy Equity Management
272
Jacobs Levy Equity Management
New Jersey
$412K +$412K +16,010 New
W
273
Wealthfront
California
$397K +$397K +15,399 New
SCI
274
S&CO Inc
Massachusetts
$386K – – –
DILIC
275
Dai-ichi Life Insurance Company
Japan
$372K – – –
9 10
11
12 13